13FBOX
景顺自营指数基金 · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺自营指数基金

INVESCO EXCH TRD SLF IDX FDPOWA
持有机构数
73
机构合计市值 (Q2 2026)
$8,589.2万
机构合计股数 (Q2 2026)
96.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3.8万股
18 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-13.7万股
41 · 14 清仓 · ≈
⚖️ 净额
-9.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,589.2万
持有机构数
73
新买入
10
加仓
8
减仓
27
清仓
14
持股不变
28
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.01%0.01%#29$2,384.6万26.8万股$2,311.5万26.8万股+101股+0.04%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#20$1,234.7万13.9万股$1,226.9万14.2万股-3,427股-2.41%减仓
1900 WEALTH MANAGEMENT LLC
0.37%0.42%#6$668.9万7.5万股$649.4万7.5万股-94股-0.12%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#34$431.8万4.9万股$454.7万5.3万股-4,173股-7.91%减仓
Delos Wealth Advisors, LLC
2.02%2.1%#1$393.1万4.4万股$367.4万4.3万股+1,608股+3.77%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#31$367.9万4.1万股$360.5万4.2万股-430股-1.03%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#52$325.9万3.7万股$249.3万2.9万股+7,748股+26.78%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#57$261.9万2.9万股$295.9万3.3万股-3,205股-9.81%减仓
Capital Investment Advisory Services, LLC
0.1%0.11%#12$157.3万1.8万股$152.5万1.8万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#59$151.4万1.7万股$159.8万1.9万股-1,503股-8.10%减仓
Avant Capital LLC
0.85%0.97%#2$135.5万1.5万股$138.1万1.6万股-779股-4.86%减仓
PACIFIC SUN FINANCIAL CORP
0.56%0.64%#4$135.5万1.5万股$132.8万1.5万股-167股-1.08%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#51$123.0万1.4万股$133.3万1.5万股-1,629股-10.53%减仓
Mosley Wealth Management
0.35%0.03%#7$111.4万1.3万股$6.4万703股+1.2万股+1,684.21%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#43$107.1万1.2万股$113.0万1.3万股-1,066股-8.13%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#33$104.9万1.2万股$104.3万1.2万股-297股-2.45%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$102.7万1.2万股$101.4万1.2万股-209股-1.78%减仓
顶岩集团Caprock Group, LLC
0.02%0.02%#17$101.8万1.1万股$98.7万1.1万股00.00%持仓不变
Trek Financial, LLC
0.04%0.04%#15$84.5万9,507股$81.9万9,507股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#47$80.5万9,056股$78.6万9,118股-62股-0.68%减仓
PARTNERS WEALTH MANAGEMENT, LLC
0.79%0.8%#3$80.3万9,043股$77.9万9,043股00.00%持仓不变
IHT 财富管理IHT Wealth Management, LLC
0.02%0.02%#19$76.1万8,568股$69.2万8,034股+534股+6.65%加仓
Sigma Planning Corp
0.02%0.02%#18$71.5万8,052股$80.8万9,382股-1,330股-14.18%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#37$57.7万6,500股$59.0万6,845股-345股-5.04%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#35$52.1万5,869股$50.6万5,869股00.00%持仓不变
Hyundai Investments Co., Ltd.
0.56%0.49%#5$51.4万5,804股$43.6万5,140股+664股+12.92%加仓
Solstein Capital, LLC
0.16%0.2%#8$49.5万5,572股$48.0万5,572股00.00%持仓不变
CASTLE WEALTH MANAGEMENT LLC
0.13%0.14%#10$44.6万5,024股$44.3万5,137股-113股-2.20%减仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.01%0.01%#22$42.2万4,750股$42.0万4,873股-123股-2.52%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#67$39.8万4,485股$00股+4,485股新买入
MONECO ADVISORS, LLC
0.02%0.03%#16$38.9万4,381股$37.7万4,381股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#70$35.7万4,023股$50.4万5,850股-1,827股-31.23%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#36$30.1万3,390股$28.8万3,340股+50股+1.50%加仓
SteelPeak Wealth, LLC
0.01%0.01%#26$29.2万3,289股$28.3万3,289股00.00%持仓不变
Symphony Financial Services, Inc.
0.13%0.15%#11$28.4万3,192股$29.9万3,472股-280股-8.06%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#30$27.9万3,140股$30.1万3,490股-350股-10.03%减仓
Fearless Solutions, LLC dba Best Invest
0.14%0.17%#9$27.3万3,075股$28.0万3,250股-175股-5.38%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#64$24.0万2,701股$59.8万6,943股-4,242股-61.10%减仓
Simplicity Wealth,LLC
0.01%#25$23.6万2,662股$00股+2,662股新买入
Connecticut 财富管理Connecticut Wealth Management, LLC
0.01%0.01%#24$22.9万2,574股$22.2万2,574股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#53$22.5万2,533股$21.8万2,533股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#38$22.2万2,504股$22.5万2,504股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#62$22.2万2,494股$20.7万2,399股+95股+3.96%加仓
WESBANCO 银行WESBANCO BANK INC
0.01%0.01%#28$21.6万2,429股$20.9万2,429股00.00%持仓不变
Ethos Financial Group, LLC
0.01%#21$21.5万2,343股$00股+2,343股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#32$20.4万2,302股$00股+2,302股新买入
Wealthspire Retirement, LLC
0.01%#23$20.4万2,300股$00股+2,300股新买入
S.A. Mason LLC
0.04%0.05%#14$12.9万1,450股$12.5万1,450股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#48$11.2万1,260股$11.3万1,309股-49股-3.74%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#71$11.0万1,235股$11.6万1,352股-117股-8.65%减仓

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